Administrator Guides
Step-by-step instructions tailored for system administrators.
6 articles
How to set up users and manage licensesTo assist admin users in setting up users and managing user licenses.
How to manage firm settingsTo assist admin users in managing firm settings.
Understanding permission controls in ActiveTo assist users in setting up and managing user permissions for clients and binders.
How to fix duplicate clients in ActiveTo assist admin users to fix duplicate clients in the Active Platform.
Understanding supported XPM entity types and mapping in the Active PlatformTo assist admin users with understanding the supported XPM entity types and mapping.
How to create standardised firm account codesTo assist admin users in creating firm standard account codes.